Close + The Value Builder System™

Create contacts in The Value Builder System™ from new Close contacts

Effortlessly grow your network and nurture relationships with this seamless automation. Whenever you add a new contact in Close, this workflow creates a contact from their email in The Value Builder System™, ensuring you can efficiently manage your contacts in both platforms. Save time and improve your connections by streamlining the process of adding contacts.

Effortlessly grow your network and nurture relationships with this seamless automation. Whenever you add a new contact in Close, this workflow creates a contact from their email in The Value Builder System™, ensuring you can efficiently manage your contacts in both platforms. Save time and improve your connections by streamlining the process of adding contacts.

  1. When this happens...
    CloseClose
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    The Value Builder System™The Value Builder System™
    Create Contact From Email

    Create a new contact based on email address.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
CallTrackingMetrics integrationsCallTrackingMetrics integrations

CallTrackingMetrics

Call Tracking
Follow Up Boss integrationsFollow Up Boss integrations

Follow Up Boss

CRM (Customer Relationship Management)
the-value-builder-systemtm-ca180 logo
the-value-builder-systemtm-ca180 logo

About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier